6 Estate Planning Strategies Sparked by Trump's Budget and Tax Bill

Published on July 8, 2025

Business owners and highly wealthy clients may have new opportunities to unlock and protect wealth.

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Trust That These Trusts Have Value in a Higher Rate Environment

July 8, 2025
Grantor retained annuity trusts are not theoretical tools — they are used at the highest levels of private wealth planning.      Related StoriesTrust as IRA Beneficiary? Avoid These MistakesShould These Clients Buy an Annuity? Two Case StudiesWhy Advisors Should Never Recommend Social Security Claiming at 62

Two Advanced 401(k) Strategies for Tax-Efficient Retirement Income

July 8, 2025
These techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.      Related Stories7 Ways to Tap Retirement Funds Early (With Minimal Penalties)How to Soothe 'Really Worried' Retirement Savers: Jamie HopkinsWhy Advisors Should Never Recommend Social Security Claiming at 62